MYCPE ONE
Warren Bergstein CPA, AEP©

Warren Bergstein CPA, AEP©

  • Warren brings over 40 years of expertise in tax planning, estate administration, and personal finance to his NYC firm, Adelman, Katz & Mond LLP. He advises high-net-worth individuals, entrepreneurs, and sole proprietors on the complexities of tax law.
  • An adjunct professor at LIU, NJCU, and Rutgers, Warren is also a frequent speaker and published author in trusted industry journals. When he's not teaching or advising, he enjoys reading biographies, cheering on local sports, and spending time with family
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40+

Years of Experience

4.4/5

Average Rating

89%

Avg. Completion Rate

50+

Number of Courses

Knowledge You Need, From Experts You Trust

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Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1036 ratings

Excellent

Very Good

Average

Poor

MM

Michael Murphy,
5 rating rating rating rating rating

Presenter is a bit dry but does a great job of covering the information to be presented.

VV

Varadaraju Pavan Kumar Varma, Consultant
5 rating rating rating rating rating

This course provided valuable insights into income tax planning strategies and the impact of OBBBA provisions on financial planning. It enhanced understanding of tax-efficient decision-making and planning opportunities for clients.

JP

Jay Peters,
4 rating rating rating rating

The course was well taught and informative.

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

CP

Cynthia Powers, Tax Advisor
5 rating rating rating rating rating

GREAT

KS

KEYA SHAH, Partner
5 rating rating rating rating rating

TEACHING STYLE IS IMPRESSIVE.

LR

Lorraine Royer, Owner
5 rating rating rating rating rating

I have a few questions on the trusts I am not to sure about. I was going to send an email to the speaker for him to clarify for me.

DT

DAWN TAULLI, Owner
4 rating rating rating rating

Great review of fiduciary responsiblilities

MH

markus HENAIN, Owner
5 rating rating rating rating rating

perfect

KS

Kara Sweet, Manager
5 rating rating rating rating rating

Excellent and knowledgeable instructor!

CT

Christopher Tomasino, Owner
5 rating rating rating rating rating

EXCELLENT COURSE

MH

Merrill Higham, Owner
4 rating rating rating rating

Timely.

Warren Bergstein CPA, AEP©

Warren Bergstein CPA, AEP©

Adelman Katz & Mond LLP

4.4
Lost in the pages, found in the meaning!
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